Is there a way by which users can only view their rows instead of having rights to view other users

Jimmy
Jimmy ✭
edited 12/09/19 inSmartsheet Basics

Hi All,

Is there a way were a user can just view and edit his/her rows and he/she shall not be able to view other user rows.

Example:

Attached screenshot.I have two contact David and Charles.

Now, If David wish to update his data on the sheet he would not be able to view Charles rows vice versa.

USer_Screenshot.PNG

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jimmy,

    There are two ways as I see it.

    1. They update the information thru Update Requests
    2. 我们ers have personal sheets, and then everything is collected on a report for you (or someone else) to see.

    Would that work?

    有一个很好的一天!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Jimmy
    Jimmy ✭

    Hi Andree,

    If I choose the 1 option you mentioned;every time I have to send they update request email is that something I have to do? or will they be able to view there rows and update them.

    Can you please show an example.

    2 option can you please show with an example how to create a report and share that report to the user so that every time they make any changes on the report it get auto update on the sheet.

    Appreciate your support

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Answers to your questions are below.

    If I choose the 1 option you mentioned;every time I have to send they update request email is that something I have to do? or will they be able to view there rows and update them.

    It can be automatedto send at specific intervals or when something changes or happens in the sheet.

    Can you please show an example.

    I'll get back to you with examples later today.

    2 option can you please show with an example how to create a report and share that report to the user so that every time they make any changes on the report it get auto update on the sheet.

    The report will show the sheets information, meaning that if you change anything in the report, it will change at the same time in the sheet.

    I'll get back to you with examples later today.

    Appreciate your support

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Jimmy
    Jimmy ✭

    Appreciate if you could help me with an example for 2 option that shows how to create a report from the sheet and how if anything changes on the report it should change the sheet at the same time.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jimmy,

    Do you still need/want an example?

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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@Shawn_K2<\/a> UGH I make a mistake. I copied your formula without looking at it close enough 😜<\/span><\/p>


<\/p>

try =COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106847,"type":"question","name":"Missing drop-down options in my filter selections. Where did they go?","excerpt":"I have been creating filters and for some reason a couple of my drop-down options are not showing up as filter selections, even though they are correctly showing up as drop-down options in the sheet. To illustrate, here are the drop-down options I have for a column in my sheet, which are working correctly: but when I try…","categoryID":321,"dateInserted":"2023-06-23T18:16:31+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T16:54:06+00:00","insertUserID":162342,"insertUser":{"userID":162342,"name":"mgreenwalt","title":"coordinator","url":"https:\/\/community.smartsheet.com\/profile\/mgreenwalt","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T17:20:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-26T18:56:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":10,"countViews":61,"score":null,"hot":3375348637,"url":"https:\/\/community.smartsheet.com\/discussion\/106847\/missing-drop-down-options-in-my-filter-selections-where-did-they-go","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106847\/missing-drop-down-options-in-my-filter-selections-where-did-they-go","format":"Rich","lastPost":{"discussionID":106847,"commentID":382360,"name":"Re: Missing drop-down options in my filter selections. Where did they go?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382360#Comment_382360","dateInserted":"2023-06-26T16:54:06+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-26T18:56:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2JV6OYUHWHZT\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:04:32+00:00","dateAnswered":"2023-06-26T15:48:56+00:00","acceptedAnswers":[{"commentID":382315,"body":"

Thanks @topazfae<\/a> for your time and efforts and I'm happy to announce that @Genevieve P.<\/a> solved this challenge 😃<\/span> - <\/p>

\"I can see that your two selections have 135 and 142 characters each. When I cut the character count under 100<\/strong>, they appear as options to filter by.\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106837,"type":"question","name":"All columns aren't showing up for Grouping in Reports","excerpt":"I'm pretty new to Smartsheet and can't figure out what I am doing wrong here. I am trying to Group by the \"PM\" column but it's not showing up in the list. It's formatted as a dropdown, but other columns that are appearing on the list are formatted the same way. What am I doing wrong? Thanks!","categoryID":321,"dateInserted":"2023-06-23T15:59:37+00:00","dateUpdated":"2023-06-23T16:10:12+00:00","dateLastComment":"2023-06-26T11:46:03+00:00","insertUserID":161580,"insertUser":{"userID":161580,"name":"LDP","title":"Sr. Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/LDP","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T20:52:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":161580,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T16:21:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":38,"score":null,"hot":3375317740,"url":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","format":"Rich","lastPost":{"discussionID":106837,"commentID":382247,"name":"Re: All columns aren't showing up for Grouping in Reports","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382247#Comment_382247","dateInserted":"2023-06-26T11:46:03+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T16:21:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2EJA60U6S04F\/pm-column-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"PM Column Issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:52+00:00","dateAnswered":"2023-06-23T17:07:03+00:00","acceptedAnswers":[{"commentID":382035,"body":"

Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5408,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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